Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,879 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,531 | $51,638+356.1% | $68,368+244.5% | $82,448+185.7% |
| Participation rate | 36.7% | 63.6%-26.9pp | 73.8%-37.0pp | 68.1%-31.3pp |
| Annual return | 15.01% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,895 | $2,047+188.0% | $2,649+122.5% | $2,551+131.1% |
| Participant deferral / active EE | $15,456 | $2,914+430.5% | $4,123+274.9% | $4,139+273.4% |
| Admin fee / account holder | $119 | $4,643-97.4% | $5,150-97.7% | $7,234-98.4% |